Get the free Purchase Plan (ESPP)

Stryker Corporation 2008 Employee Stock Purchase Plan (ESPN) Explanatory GuideRevised August 2014Table of ContentsPageOverview3Before Investing3Plan Highlights4Buying Shares7Selling Shares9Managing

How to fill out purchase plan espp

How to fill out a purchase plan ESPP:

1. Start by reviewing the details of the ESPP provided by your employer. Understand the eligibility criteria, enrollment period, contribution limits, and any other important information.
2. Obtain the necessary documentation for enrollment, such as the enrollment form or online portal access. Ensure you have all the required personal information and relevant financial details ready.
3. Carefully read through the instructions provided with the enrollment form or online portal. Follow the instructions step by step to ensure accurate completion.
4. Fill in all the required fields accurately, providing your personal information, including name, address, social security number, and contact details.
5. Review the sections related to contribution amount and frequency. Enter the desired contribution amount based on the options provided and the maximum allowed limit, if applicable.
6. If your employer allows you to contribute through payroll deductions, indicate the percentage or amount to be deducted from your paycheck for ESPP contributions.
7. Understand any tax implications associated with participating in an ESPP. Consult with a tax advisor if needed.
8. Once you have filled out all the necessary information, double-check your entries for any errors or missing information.
9. Sign and date the enrollment form or submit the completed form through the online portal, following the provided instructions.
10. Keep a copy of the filled-out form or confirmation of submission for your records.

Who needs a purchase plan ESPP?

1. Employees who want to invest in the company they work for: A purchase plan ESPP allows employees to purchase company stock at a discounted price, often providing an opportunity for potential financial growth.
2. Individuals seeking long-term investment opportunities: ESPPs typically have holding periods that encourage employees to hold on to their purchased shares for a specific duration. This can be attractive to individuals looking for long-term investment options.
3. Those looking to take advantage of potential tax benefits: ESPPs may offer tax advantages, such as preferential tax rates for capital gains or the ability to exclude a portion of the purchased shares' value from taxable income. Consult with a tax advisor to understand the specific tax benefits available to you.

For pdfFiller’s FAQs

What is purchase plan espp?

A purchase plan ESPP is an Employee Stock Purchase Plan that allows employees to purchase company stock at a discounted price.

Who is required to file purchase plan espp?

Employers who offer an ESPP to their employees are required to file purchase plan ESPP.

How to fill out purchase plan espp?

To fill out a purchase plan ESPP, employers need to provide information about the plan, including eligibility criteria, purchase price, and limitations.

What is the purpose of purchase plan espp?

The purpose of a purchase plan ESPP is to provide employees with an opportunity to own company stock and benefit from its potential growth.

What information must be reported on purchase plan espp?

Information that must be reported on a purchase plan ESPP includes the number of participants, the purchase price, the offering period, and any discounts or restrictions.

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